Fund Details
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Investment Objective:
The Fund aims to achieve long term capital growth primarily through investment in equities issued by companies around the globe that are expected to benefit from a long term increase in the prices of commodities and natural resources, and related derivatives.
Fund Highlights:
Enhanced capabilities: The Fund has an enhanced structure, using its full
UCITS III powers to enable it to trade both long and short. This also aids the
Fund’s aim to achieve better risk adjusted returns
Resources Investment Case: Robust outlook for long term global growth
resulting in strong fundamental demand for resources should present a
stream of opportunities over the next 20 years
Total Return Focus: The Fund is run on an unconstrained basis, taking more
of a total return approach than traditional UCITS III funds
Comprehensive: The Fund invests in a broad universe of over 30
commodity securities and 800 resources stocks, allowing for diversified
opportunity
Fund Structure:
*As at 31 March 2008, in USD
| Portfolio Managers | Fund denomination |
| Bradley George, George Cheveley | GBP |
| Domicile | Dealing frequency |
| UK OEIC | Daily |
| Launch date | Availability |
| 01.05.08 | All leading platforms & life companies |
Why Investec Asset Management for Commodities and Natural Resources?
Expertise: A Global Commodities and Resources team based in London and Cape Town, who use their experience and knowledge in covering base metals, precious metals, energy, agriculture and soft commoditiesExperience: Investec Asset Management holds 17 years’ experience investing in commodities and resources, with the Global Commodities and Resources team currently managing $2.5 billion in resources
Performance: An investment performance track record of the Guernsey domiciled Investec Global Commodities and Resources Fund, which produced 39.5% with 16.5% volatility over the past year*
*As at 31 March 2008, in USD
